Profund Advisors LLC Buys New Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Profund Advisors LLC bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 4,671 shares of the semiconductor company’s stock, valued at approximately $581,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hantz Financial Services Inc. increased its position in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares in the last quarter. Smartleaf Asset Management LLC grew its stake in MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after buying an additional 150 shares during the last quarter. Parkside Financial Bank & Trust grew its stake in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after buying an additional 240 shares during the last quarter. Bessemer Group Inc. increased its position in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after buying an additional 106 shares in the last quarter. Finally, First Horizon Advisors Inc. raised its stake in MACOM Technology Solutions by 112.9% in the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 192 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $236.94 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $241.62. The business’s 50 day moving average price is $197.79 and its 200 day moving average price is $160.23. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The firm has a market cap of $17.77 billion, a P/E ratio of 111.24, a P/E/G ratio of 4.42 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. MACOM Technology Solutions’s revenue for the quarter was up 24.5% compared to the same quarter last year. During the same period last year, the firm posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

MTSI has been the subject of several recent analyst reports. Bank of America raised their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Jefferies Financial Group lifted their target price on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $228.27.

Insider Buying and Selling at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president directly owned 38,604 shares in the company, valued at $8,726,820.24. The trade was a 12.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ambra R. Roth sold 17,268 shares of the stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the sale, the senior vice president directly owned 9,837 shares in the company, valued at $1,582,871.67. This represents a 63.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 555,703 shares of company stock valued at $112,309,657. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.